About Whit
Serving the Charlotte area, Whit provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Whit works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Whit is a Senior Vice President and Wealth Management Advisor for Fifth Third Private Bank in the Southern North Carolina region. He and his highly credentialed team are dedicated to helping high net worth and ultra-high net worth individuals, families and businesses with customized wealth management solutions.
Whit delivers experienced guidance to help families grow and preserve their wealth, and to leave legacies for future generations. Leveraging his extensive background, Whit addresses both sides of the balance sheet, integrating tax-efficient and risk managed strategies for lending trust and estate planning and portfolio management. He is an attentive listener who strives to gain a deep understanding of his clients' financial priorities and objectives. Similar to the CFO for a family enterprise, Whit is often the first call for financial decision making. He believes in the power of authentic relationships and prides himself on his integrity and genuine concern for clients' well being.
With over 20 years of experience in wealth management and investment advisory at prestigious firms such as Smith Barney, Merrill Lynch, and JP Morgan, Whit brings a wealth of knowledge and expertise to his clients. His entrepreneurial spirit and business development acumen were honed during a decade spent working in his father’s business.
Whit delivers experienced guidance to help families grow and preserve their wealth, and to leave legacies for future generations. Leveraging his extensive background, Whit addresses both sides of the balance sheet, integrating tax-efficient and risk managed strategies for lending trust and estate planning and portfolio management. He is an attentive listener who strives to gain a deep understanding of his clients' financial priorities and objectives. Similar to the CFO for a family enterprise, Whit is often the first call for financial decision making. He believes in the power of authentic relationships and prides himself on his integrity and genuine concern for clients' well being.
With over 20 years of experience in wealth management and investment advisory at prestigious firms such as Smith Barney, Merrill Lynch, and JP Morgan, Whit brings a wealth of knowledge and expertise to his clients. His entrepreneurial spirit and business development acumen were honed during a decade spent working in his father’s business.
Education
Whit attended Hamden Sydney College and the University of Tennessee Knoxville, TN
Licenses & Professional Designations
- Life Insurance
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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